Chapter 4. Patrons

Table of Contents

1. Add a new patron
2. Add a Staff Patron
3. Add a Statistical Patron
4. Duplicate a Patron
5. Add Patron Images
6. Editing Patrons
7. Managing Patron Self Edits
8. Patron Permissions
8.1. Setting Patron Permissions
8.2. Patron Permissions Defined
9. Patron Information
9.1. Check Out
9.2. Details
9.3. Fines
9.4. Routing Lists
9.5. Circulation History
9.6. Modification Log
9.7. Notices
9.8. Statistics
9.9. Files
9.10. Purchase Suggestions
9.11. Patron discharges
10. Patron Search

Before importing and/or adding patrons be sure to set up your patron categories.

Patrons are added by going to the 'Patrons' module.

  • Get there: Patrons

Once there you can add a new patron.

  • Click 'New patron'

  • The fields that appear on the patron add form can be controlled by editing the BorrowerUnwantedField system preference.

  • First enter the identifying information regarding your patron

    • Required fields are defined in the BorrowerMandatoryField system preference

    • Salutation is populated by the BorrowersTitles system preference

    • Note

      If you'd like to prevent full names from printing on slips and you're not using the Initials or Other name fields for anything else, you can use them for shortened versions of the name to then be printed on the slip.

      For example:

      Firstname: Nicole C.
      Surname: Engard
      Initials: NCE

      Then on the slip you can have it print the <<borrowers.initials>> instead of the full name (NCE).

      Or you could do something like this:

      Firstname: Nicole
      Surname: Engard
      Initials: E

      Then on the slip you can have it print the <<borrowers.initials>>, <<borrowers.firstname>> instead of the full name (E, Nicole).

  • Next enter the contact information

    • For contact information, note that the primary phone and email addresses are the ones that appear on notices and slips printed during circulation (receipts, transfer slips and hold slips). The primary email is also the one that overdue notices and other messages go to.

  • If this patron is a child, you will be asked to attach the child patron to an adult patron

    • Click 'Set to Patron' to search your system for an existing patron

    • If the Guarantor is not in the system, you can enter the first and last name in the fields available

    • The relationships are set using the borrowerRelationship system preference

  • If this patron is a professional, you will be asked to attach the patron to an organizational patron

    • Click 'Set to Patron to search your system for an existing patron

  • Each patron can have an alternate contact

    • An alternate contact could be a parent or guardian. It can also be used in academic settings to store the patron's home address.

  • The library management section includes values that are used within the library

    • The card number field is automatically calculated if you have the autoMemberNum system preference set that way

      • Note

        For a newly installed system this preference will start at 1 and increment by 1 each time after. To have it start with the starting number of your barcodes, enter the first barcode by hand in the patron record and save the patron. After that the field will increment that number by 1.

    • If you accidentally chose the wrong patron category at the beginning you can fix that here

    • Sort 1 and 2 are used for statistical purposes within your library

  • Next, the Library Setup section includes additional library settings

    • The registration date will automatically be filled in with today's date

    • If your patron cards expire (based on your patron category settings) the Expiry date will automatically be calculated

    • The OPAC Note is a note for the patron - it will appear in the OPAC on the patron's record

    • The Circulation Note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron

    • The Staff/OPAC asks for the username and password to be used by the patron (and/or staff member) to log into their account in the OPAC and for staff to log in to the staff client.

      • Staff will only be able to use this log in info to log in to the staff client if they have the necessary permissions.

  • If you have set additional patron attributes up, these will appear next

  • Finally, if you have EnhancedMessagingPreferences set to 'allow,' you can choose the messaging preferences for this patron.

    • These notices are:

      • Advanced notice : A notice in advance of the patron's items being due (The patron can choose the number of days in advance)

      • Item checkout : A notice that lists all the of the items the patron has just checked out and/or renewed, this is an electronic form of the checkout receipt

      • Hold filled : A notice when you have confirmed the hold is waiting for the patron

      • Item due : A notice on the day and item is due back at the library

      • Item check-in : A notice that lists all the of the items the patron has just checked in

    • Patrons can choose to receive their notices as a digest by checking the 'Digest only?' box along with the delivery method. A digest is a combination of all the messages of that type (so all items due in 3 days in one email) in to one email instead of multiple emails for each alert.

    • Important

      These preferences will override any you set via the patron categories

    • Important

      These preference can be altered by the patron via the OPAC

  • Once finished, click 'Save'

If the system suspects this patron is a duplicate of another it will warn you.

Note

A duplicate patron is detected if first and last names match and there is no date of birth populated or if first name, last name and date of birth fields are all populated. If two patrons have matching names, but one has a date of birth and the other does not they will not match as duplicates.

If you have set a minimum or upper age limit on the patron category and are requiring that the birth date be filled in, Koha will warn you if the patron you're adding is too old or young for the patron category you have selected: